Creating & working with Clients

Clients are at the core of Coperniq. They represent a residential or commercial entity that your company might be transacting with.

Creating Clients

• Once logged into Coperniq click on the “Clients” link on the menu to the left

• Then click on the “+CLIENT” button to the far right

• This will take you to the “Create a Client” screen

*Required fields:

• Full Name of Primary Contact

• Title

• Type (Commerical or Residental)

• Owner

• Site Address

Optional Fields:

• Phone

• Email

• Description (free form field)

Once you have completed these fields click “CREATE” in the lower right corner

You will now see your Client in the Client list here:

Working with individual Clients

To access an individual client you can search for them by:

• Client Title, e.g., "The Simpsons Residence"

• Contact Name, e.g., "Homer Simpson"

• Contact Email, e.g., "[e-mail]"

• Contact Phone, e.g., "1231231234"

When you see the Client that you're interested in, hover over and click on the Title in the first column:

This will open the record where you will have access to:

• Sites (tied to client)

• Properties (info on the record)

• Reminders (you can add new ones)

• Contacts (you can add new ones)

• Docs (you can attach a file)

• Accounting (you can add invoice or bill)

Also, you will have access to FEED (showing the latest information on the record)

This includes:

• SMS

• EMAILS

• COMMENTS

• PORTAL (CAN SEND MESSAGE TO CLIENT)

And can create a new:

• SMS

• EMAIL

• COMMENT